Financial strategy advice

Dixon Advisory is Australia’s leading independently owned financial advisory firm. We help more than 15,000 families with their superannuation and financial affairs including over 4,000 with self managed super funds (SMSFs).

We can help you achieve the lifestyle you want by providing expert advice from our highly qualified advisors on superannuation, investments, financial strategies, property investment, estate planning and wealth protection.

With our holistic approach, we can provide professional advice tailored to help you maximise your individual financial situation. Our qualified Financial Advisors can provide you with financial strategy advice to help you:

• build your wealth
• protect your wealth
• plan for your retirement
• make the most of a redundancy
• maximise the benefits of defined benefit super schemes.

We also provide quality strategic financial advice to executives and professionals.

We identify financial strategies that reflect your individual situation and goals, taking into consideration your:

• income
• tax position
• salary packaging options, and
• current superannuation.

Building your wealth

We can help you build your wealth using strategies to help you maximise your investments and minimise your tax obligations

Depending on your situation, these can include:

• tax effective investments through self managed super (SMSFs)
• investing in property through your personal portfolio or SMSF.

Learn more about building your wealth.

Protecting your wealth

Protecting your wealth is vitally important, but often overlooked. We can help you protect your wealth for you and your family should the unexpected happen through:

• life and disability insurance through your superannuation, and
• income protection.

Learn more about protecting your wealth.

Planning your retirement

To live the lifestyle you want in retirement, it’s important to start planning as early as possible.

We can help you:

• establish and administer a self managed super fund
• invest in your self managed super fund, and
• manage pension streams through your SMSF.

Learn more about planning your retirement.

Advice for executives and professionals

We can help busy executives and professionals benefit from an array of tax-effective financial strategies. 

As part of our quality service tailored to your individual circumstances we can: 

• ensure your financial affairs are correctly structured 
• help you implement an investment strategy that meets your financial requirements and tolerance to risk 
• monitor your financial and investment strategies to ensure they reflect the prevailing market conditions and meet relevant legislative requirements. 

Learn more about advice for executives and professionals.

Advice on redundancy

We can help you with a redundancy by providing advice on:

• the financial effects of accepting a redundancy
• tax treatment of lump sums from your employer
• your choices in relation to defined benefit schemes such as CSS and PSS as well as other superannuation options
• eligibility for Centrelink assistance; and
• managing debt and personal insurances.

Learn more about how Dixon Advisory can help you with advice on redundancy.

Defined benefit super schemes – CSS/PSS and corporate schemes

Our Financial Advisors have expertise in helping public servants with strategies to make the most of their defined benefit super schemes. 

Common defined benefit super schemes include: 

• Commonwealth public sector super funds such as CSS, PSS, DFRDB, MSBS 
• NSW public sector schemes - SSS, SASS and First State 
• Victorian public sector schemes – ESSS, New Scheme, Revised Scheme. 

We also help many private sector employees navigate the complexities of corporate defined benefit plans including UniSuper, Telstra and Qantas. 

Learn more about defined benefit super schemes.

Read profiles of our Financial Advisors.

Contact us to find out how we can help you with financial strategy advice.